# Plumbers Union Local No. 12 Annuit DC Plan
Source: https://planprovider.pro/companies/plumbers-union-local-no-12-annuit-plan

> Plumbers Union Local No. 12 Annuit's DC plan: 2,607 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Union Local No. 12 Annuit

- **Sponsor EIN:** 042621293

- **Sponsor Address:** 1230 MASSACHUSETTS AVENUE, BOSTON, MA, 021251608

- **Plan Type:** DC

- **Total Participants:** 2,607

- **Total Assets:** $302.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,607|$302.8M|$0|$0|

| 2023|2,590|$261.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MANZI & ASSOCIATES L.L.C|Auditor|$25,335|—|$25,335|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,335

- **Estimated Expense Ratio:** 0.008% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$843,966|$592,738|—|$25,335|—|

| 2023|$480,759|$5,000|—|—|$40,335|

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